Financial Advisor: iMas Insurance Brokers (Bloemfontein) X1
Financial Advisor – Bloemfontein
- Bloemfontein, Free State
- iMasFinance Co-operative (Ltd) / iMas Insurance Brokers
- Posted: 06 February 2026
- Closing Date: 27 February 2026
- Employment Type: Permanent
- Industry: Insurance
- Functional Area: Sales
Position Overview
iMas Insurance Brokers seeks a Financial Advisor to market and sell life assurance and funeral products within Bloemfontein and surrounding areas.
The role involves client engagement, needs analysis, lead follow-up, and servicing both new and existing members while ensuring quality control of new business. Preference is given to candidates from designated groups in support of workplace transformation and diversity.
Key Responsibilities
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Market and sell life assurance and funeral policies
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Conduct client needs analyses to identify suitable financial solutions
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Follow up on leads and generate new business
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Service new and existing members
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Ensure quality control for new business applications
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Maintain accurate records of client interactions and transactions
Minimum Requirements
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Matric / Grade 12
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FAIS credits at NQF Level 4 (as per FSCA legislative requirements)
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RE5 accreditation (as per FSCA legislative requirements)
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Minimum 1 year proven sales experience, preferably in the Financial Services Industry
Knowledge, Skills & Competencies
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Computer literate (MS Office proficiency)
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Strong attention to detail
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Excellent negotiation and interpersonal skills
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Effective written and verbal communication skills
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Ability to build and maintain client relationships
Employment Equity
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Preference given to candidates from designated groups
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Commitment to transformation and diversity in the workplace